Inflation, Interest Rates, and Opportunities in Real Assets
Since our founding the Firm’s boutique structure has facilitated specialization of strategies for institutional clients unique needs and outcomes.
Our specialized strategies are also available on managed account platforms to accommodate clients’ needs for transparency and customization.
As one of the affiliated investment managers within Virtus Investment Partners, our strategies are offered via open-end mutual funds.
In addition to managing institutional products, Duff & Phelps has over two decades experience managing closed-end funds for individual investors.
Featured News and Ideas
The sector’s inflation protection attributes, higher dividend yields, exposure to durable growth, access to providers of essential services and defensive characteristics have driven the outperformance and why we refer to this strategy as an “all weather
strategy”. Read more in our latest piece.
Prices of both oil and natural gas have shot upward to levels not seen in almost a decade, greatly compounding the risks of rising inflation. D&P’s latest piece “A Stretched Energy Market Gets Stretched Further” looks at Russia’s incursion into the Ukraine and its effects on the world’s energy markets.
Meeting Investor Needs
Our boutique structure is designed to focus resources on our specialized active investment strategies, and to meet the needs of institutional investors for consistent results, pro-active communication, and transparency.
Our approach has benefited the institutional clients we have worked with, which include: public funds, foundations & endowments, corporations, municipalities, multi-employer plans, nuclear decommissioning trusts, and sub-advisory.
For more than 80 years, Duff & Phelps has been distinguished by in-depth fundamental research. We have built on our pioneering approach to utilities, expanding to offer several specialized active strategies that seek to enhance individual investors outcomes.
Through open-end mutual funds, managed accounts, and closed-end funds, investors may wish to consider our approach as a foundation for their portfolios in today’s complex world.